Lloyd Advisory Services, LLC. - Q3 2023 holdings

$176 Million is the total value of Lloyd Advisory Services, LLC.'s 109 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .

 Value Shares↓ Weighting
SGOV NewISHARES TR0-3 mnth treasry$20,643,247227,828
+100.0%
6.79%
CWB NewSPDR SER TRbbg conv sec etf$20,221,046388,191
+100.0%
6.65%
JPST NewJ P MORGAN EXCHANGE TRADED Fultra shrt inc$14,537,393289,705
+100.0%
4.78%
MSFT NewMICROSOFT CORP$10,882,48334,466
+100.0%
3.58%
PULS NewPGIM ETF TRpgim ultra sh bd$10,510,211212,370
+100.0%
3.46%
AMZN NewAMAZON COM INC$10,018,83678,814
+100.0%
3.30%
AAPL NewAPPLE INC$8,802,58851,414
+100.0%
2.90%
GOOGL NewALPHABET INCcap stk cl a$7,745,14258,939
+100.0%
2.55%
BIZD NewVANECK ETF TRUST$6,297,202128,331
+100.0%
2.07%
ADBE NewADOBE INC$5,491,87810,771
+100.0%
1.81%
NFLX NewNETFLIX INC$5,137,62513,606
+100.0%
1.69%
NOW NewSERVICENOW INC$3,773,8186,752
+100.0%
1.24%
NewBONDBLOXX ETF TRUSTbloomberg six mn$3,644,05872,490
+100.0%
1.20%
ACN NewACCENTURE PLC IRELAND$3,351,64410,914
+100.0%
1.10%
V NewVISA INC$3,298,98414,342
+100.0%
1.08%
CSCO NewCISCO SYS INC$3,267,04660,771
+100.0%
1.08%
UNH NewUNITEDHEALTH GROUP INC$3,218,0126,383
+100.0%
1.06%
MA NewMASTERCARD INCORPORATEDcl a$3,147,9767,952
+100.0%
1.04%
NVDA NewNVIDIA CORPORATION$2,905,4736,679
+100.0%
0.96%
CRM NewSALESFORCE INC$2,752,53513,574
+100.0%
0.91%
FLJP NewFRANKLIN TEMPLETON ETF TRftse japan etf$2,709,39792,513
+100.0%
0.89%
NVO NewNOVO-NORDISK A Sadr$2,678,88329,458
+100.0%
0.88%
ABNB NewAIRBNB INC$2,597,66018,932
+100.0%
0.86%
ABT NewABBOTT LABS$2,273,76523,477
+100.0%
0.75%
BRKB NewBERKSHIRE HATHAWAY INC DELcl b new$2,180,0926,224
+100.0%
0.72%
PYPL NewPAYPAL HLDGS INC$2,129,99036,435
+100.0%
0.70%
HD NewHOME DEPOT INC$2,049,9256,784
+100.0%
0.67%
ADSK NewAUTODESK INC$2,004,4419,688
+100.0%
0.66%
MDY NewSPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$1,998,7134,377
+100.0%
0.66%
MDT NewMEDTRONIC PLC$1,902,93324,284
+100.0%
0.63%
NKE NewNIKE INCcl b$1,855,80819,408
+100.0%
0.61%
TMO NewTHERMO FISHER SCIENTIFIC INC$1,850,3773,656
+100.0%
0.61%
NewRYAN SPECIALTY HOLDINGS INCcl a$1,844,66938,113
+100.0%
0.61%
XOM NewEXXON MOBIL CORP$1,809,09915,386
+100.0%
0.60%
TSLA NewTESLA INC$1,753,2917,007
+100.0%
0.58%
AMJ NewJPMORGAN CHASE & COalerian ml etn$1,750,25612,069
+100.0%
0.58%
SPSC NewSPS COMM INC$1,634,1889,579
+100.0%
0.54%
PG NewPROCTER AND GAMBLE CO$1,609,84311,036
+100.0%
0.53%
RTX NewRTX CORPORATION$1,493,11620,746
+100.0%
0.49%
MRK NewMERCK & CO INC$1,465,08014,231
+100.0%
0.48%
JNJ NewJOHNSON & JOHNSON$1,453,0139,329
+100.0%
0.48%
VTEB NewVANGUARD MUN BD FDStax exempt bd$1,437,56529,887
+100.0%
0.47%
NewWISDOMTREE TRfloatng rat trea$1,369,93027,224
+100.0%
0.45%
AMGN NewAMGEN INC$1,332,2524,957
+100.0%
0.44%
QCOM NewQUALCOMM INC$1,316,26311,851
+100.0%
0.43%
RUN NewSUNRUN INC$1,288,581102,594
+100.0%
0.42%
ZTS NewZOETIS INCcl a$1,263,2787,261
+100.0%
0.42%
ABBV NewABBVIE INC$1,258,8338,445
+100.0%
0.41%
SPDW NewSPDR INDEX SHS FDSportfolio devlpd$1,251,82039,868
+100.0%
0.41%
WFC NewWELLS FARGO CO NEW$1,245,27130,477
+100.0%
0.41%
PM NewPHILIP MORRIS INTL INC$1,218,04313,157
+100.0%
0.40%
VZ NewVERIZON COMMUNICATIONS INC$1,207,50537,257
+100.0%
0.40%
CVX NewCHEVRON CORP NEW$1,198,0517,105
+100.0%
0.39%
UL NewUNILEVER PLCspon adr new$1,187,49424,038
+100.0%
0.39%
WDAY NewWORKDAY INCcl a$1,141,6065,314
+100.0%
0.38%
GD NewGENERAL DYNAMICS CORP$1,116,4165,053
+100.0%
0.37%
FDS NewFACTSET RESH SYS INC$1,112,6542,545
+100.0%
0.37%
KO NewCOCA COLA CO$1,094,78719,557
+100.0%
0.36%
COST NewCOSTCO WHSL CORP NEW$1,067,1961,889
+100.0%
0.35%
FB NewMETA PLATFORMS INCcl a$1,051,9363,504
+100.0%
0.35%
POOL NewPOOL CORP$1,050,0492,948
+100.0%
0.34%
ADP NewAUTOMATIC DATA PROCESSING IN$1,039,4814,321
+100.0%
0.34%
DIS NewDISNEY WALT CO$1,018,27812,564
+100.0%
0.34%
ILMN NewILLUMINA INC$1,010,5187,361
+100.0%
0.33%
MCD NewMCDONALDS CORP$995,8663,780
+100.0%
0.33%
ORCL NewORACLE CORP$993,8949,384
+100.0%
0.33%
FOXF NewFOX FACTORY HLDG CORP$988,8189,980
+100.0%
0.32%
STE NewSTERIS PLC$984,2294,486
+100.0%
0.32%
WST NewWEST PHARMACEUTICAL SVSC INC$985,2482,626
+100.0%
0.32%
IT NewGARTNER INC$983,2402,862
+100.0%
0.32%
LOW NewLOWES COS INC$968,2454,659
+100.0%
0.32%
TXN NewTEXAS INSTRS INC$967,3166,083
+100.0%
0.32%
XLC NewSELECT SECTOR SPDR TR$965,6908,696
+100.0%
0.32%
BAC NewBANK AMERICA CORP$922,62433,697
+100.0%
0.30%
LLY NewELI LILLY & CO$922,3801,717
+100.0%
0.30%
PEP NewPEPSICO INC$901,4985,320
+100.0%
0.30%
ENTG NewENTEGRIS INC$897,7089,559
+100.0%
0.30%
SPY NewSPDR S&P 500 ETF TRtr unit$887,9302,077
+100.0%
0.29%
AVGO NewBROADCOM INC$887,7371,069
+100.0%
0.29%
CPRT NewCOPART INC$884,59520,529
+100.0%
0.29%
PFE NewPFIZER INC$877,88926,467
+100.0%
0.29%
WMT NewWALMART INC$874,0005,465
+100.0%
0.29%
TDY NewTELEDYNE TECHNOLOGIES INC$867,8242,124
+100.0%
0.29%
CMCSA NewCOMCAST CORP NEWcl a$863,11619,466
+100.0%
0.28%
MORN NewMORNINGSTAR INC$862,7833,683
+100.0%
0.28%
BDX NewBECTON DICKINSON & CO$851,8503,295
+100.0%
0.28%
IBM NewINTERNATIONAL BUSINESS MACHS$846,4376,033
+100.0%
0.28%
BJ NewBJS WHSL CLUB HLDGS INC$844,34311,831
+100.0%
0.28%
COO NewCOOPER COS INC$834,9552,626
+100.0%
0.28%
NewWORLD GOLD TRspdr gld minis$818,10522,316
+100.0%
0.27%
DECK NewDECKERS OUTDOOR CORP$814,5751,585
+100.0%
0.27%
AMAT NewAPPLIED MATLS INC$800,9965,785
+100.0%
0.26%
SAIA NewSAIA INC$753,4491,890
+100.0%
0.25%
AAON NewAAON INC$751,46713,214
+100.0%
0.25%
IBKR NewINTERACTIVE BROKERS GROUP IN$747,4598,635
+100.0%
0.25%
EME NewEMCOR GROUP INC$742,0943,527
+100.0%
0.24%
CHX NewCHAMPIONX CORPORATION$731,06520,524
+100.0%
0.24%
CHH NewCHOICE HOTELS INTL INC$729,9085,958
+100.0%
0.24%
UPS NewUNITED PARCEL SERVICE INCcl b$725,2134,652
+100.0%
0.24%
SBUX NewSTARBUCKS CORP$720,0517,889
+100.0%
0.24%
NewFRONTLINE PLC$716,78438,167
+100.0%
0.24%
QLYS NewQUALYS INC$712,2564,669
+100.0%
0.23%
AVY NewAVERY DENNISON CORP$707,8473,875
+100.0%
0.23%
PBR NewPETROLEO BRASILEIRO SA PETROsponsored adr$702,67146,876
+100.0%
0.23%
COP NewCONOCOPHILLIPS$687,5605,739
+100.0%
0.23%
IEX NewIDEX CORP$681,5483,276
+100.0%
0.22%
BKNG NewBOOKING HOLDINGS INC$681,553221
+100.0%
0.22%
WSO NewWATSCO INC$668,8941,771
+100.0%
0.22%
OC NewOWENS CORNING NEW$661,9984,853
+100.0%
0.22%
PAYC NewPAYCOM SOFTWARE INC$652,3552,516
+100.0%
0.22%
SFBS NewSERVISFIRST BANCSHARES INC$650,57812,470
+100.0%
0.21%
T NewAT&T INC$643,05042,813
+100.0%
0.21%
BILL NewBILL HOLDINGS INC$642,0835,914
+100.0%
0.21%
INTU NewINTUIT$637,2981,247
+100.0%
0.21%
NewNCINO INC$638,35320,074
+100.0%
0.21%
MPC NewMARATHON PETE CORP$632,4814,179
+100.0%
0.21%
MPWR NewMONOLITHIC PWR SYS INC$630,9711,366
+100.0%
0.21%
GILD NewGILEAD SCIENCES INC$598,4537,986
+100.0%
0.20%
RSG NewREPUBLIC SVCS INC$595,5534,179
+100.0%
0.20%
MS NewMORGAN STANLEY$587,8537,198
+100.0%
0.19%
BMY NewBRISTOL-MYERS SQUIBB CO$572,2949,860
+100.0%
0.19%
BIIB NewBIOGEN INC$551,5442,146
+100.0%
0.18%
ATEC NewALPHATEC HLDGS INC$518,61839,986
+100.0%
0.17%
MMM New3M CO$509,6595,444
+100.0%
0.17%
DAL NewDELTA AIR LINES INC DEL$509,23113,763
+100.0%
0.17%
PLD NewPROLOGIS INC.$507,6964,524
+100.0%
0.17%
SNA NewSNAP ON INC$502,9991,972
+100.0%
0.16%
PCG NewPG&E CORP$497,86930,866
+100.0%
0.16%
CHRW NewC H ROBINSON WORLDWIDE INC$489,3125,681
+100.0%
0.16%
C NewCITIGROUP INC$484,28411,774
+100.0%
0.16%
MET NewMETLIFE INC$483,1497,680
+100.0%
0.16%
CVS NewCVS HEALTH CORP$477,7696,843
+100.0%
0.16%
APD NewAIR PRODS & CHEMS INC$476,0241,680
+100.0%
0.16%
ELF NewE L F BEAUTY INC$471,8304,296
+100.0%
0.16%
LUV NewSOUTHWEST AIRLS CO$468,28417,299
+100.0%
0.15%
SONY NewSONY GROUP CORPsponsored adr$466,5615,661
+100.0%
0.15%
DRI NewDARDEN RESTAURANTS INC$466,4133,257
+100.0%
0.15%
GSHD NewGOOSEHEAD INS INC$464,6186,234
+100.0%
0.15%
FIX NewCOMFORT SYS USA INC$463,7332,721
+100.0%
0.15%
NewSOLO BRANDS INC$459,00090,000
+100.0%
0.15%
NewCRANE COMPANY$455,8385,131
+100.0%
0.15%
DG NewDOLLAR GEN CORP NEW$452,8244,280
+100.0%
0.15%
CI NewTHE CIGNA GROUP$434,5401,519
+100.0%
0.14%
NVT NewNVENT ELECTRIC PLC$429,3788,103
+100.0%
0.14%
NewSHELL PLCspon ads$429,1196,665
+100.0%
0.14%
ABG NewASBURY AUTOMOTIVE GROUP INC$427,4701,858
+100.0%
0.14%
FE NewFIRSTENERGY CORP$428,61712,540
+100.0%
0.14%
BAH NewBOOZ ALLEN HAMILTON HLDG CORcl a$422,9033,870
+100.0%
0.14%
TTWO NewTAKE-TWO INTERACTIVE SOFTWAR$419,4852,988
+100.0%
0.14%
OLLI NewOLLIES BARGAIN OUTLET HLDGS$414,6885,373
+100.0%
0.14%
MEDP NewMEDPACE HLDGS INC$394,4301,629
+100.0%
0.13%
ESS NewESSEX PPTY TR INC$393,7551,857
+100.0%
0.13%
AMD NewADVANCED MICRO DEVICES INC$393,4923,827
+100.0%
0.13%
FCX NewFREEPORT-MCMORAN INCcl b$384,53410,312
+100.0%
0.13%
DIOD NewDIODES INC$387,1044,910
+100.0%
0.13%
ULTA NewULTA BEAUTY INC$381,874956
+100.0%
0.13%
LRCX NewLAM RESEARCH CORP$375,514599
+100.0%
0.12%
PZA NewINVESCO EXCH TRADED FD TR IInatl amt muni$377,20817,022
+100.0%
0.12%
NewASPEN TECHNOLOGY INC$377,0641,846
+100.0%
0.12%
CHD NewCHURCH & DWIGHT CO INC$371,2004,051
+100.0%
0.12%
WMB NewWILLIAMS COS INC$368,09710,926
+100.0%
0.12%
GLW NewCORNING INC$368,93112,108
+100.0%
0.12%
ALGN NewALIGN TECHNOLOGY INC$363,3311,190
+100.0%
0.12%
RJF NewRAYMOND JAMES FINL INC$354,2063,527
+100.0%
0.12%
USB NewUS BANCORP DEL$352,20310,653
+100.0%
0.12%
USPH NewU S PHYSICAL THERAPY$345,8643,770
+100.0%
0.11%
HOLX NewHOLOGIC INC$346,2374,989
+100.0%
0.11%
MTD NewMETTLER TOLEDO INTERNATIONAL$343,502310
+100.0%
0.11%
TSCO NewTRACTOR SUPPLY CO$340,3121,676
+100.0%
0.11%
CIEN NewCIENA CORP$338,6657,166
+100.0%
0.11%
FTI NewTECHNIPFMC PLC$335,20316,480
+100.0%
0.11%
WSC NewWILLSCOT MOBIL MINI HLDNG CO$335,0918,057
+100.0%
0.11%
BL NewBLACKLINE INC$332,4325,993
+100.0%
0.11%
PRFT NewPERFICIENT INC$326,8515,649
+100.0%
0.11%
MDLZ NewMONDELEZ INTL INCcl a$318,5524,590
+100.0%
0.10%
SUI NewSUN CMNTYS INC$319,1922,697
+100.0%
0.10%
DFH NewDREAM FINDERS HOMES INC$318,75614,339
+100.0%
0.10%
BRKR NewBRUKER CORP$316,1795,075
+100.0%
0.10%
BLK NewBLACKROCK INC$315,214488
+100.0%
0.10%
GOLD NewBARRICK GOLD CORP$312,69421,491
+100.0%
0.10%
MKTX NewMARKETAXESS HLDGS INC$312,2501,462
+100.0%
0.10%
CRL NewCHARLES RIV LABS INTL INC$302,7891,545
+100.0%
0.10%
INTC NewINTEL CORP$299,9028,436
+100.0%
0.10%
CNC NewCENTENE CORP DEL$293,5674,262
+100.0%
0.10%
CDW NewCDW CORP$292,1631,448
+100.0%
0.10%
CAT NewCATERPILLAR INC$290,7451,065
+100.0%
0.10%
TDC NewTERADATA CORP DEL$290,7396,458
+100.0%
0.10%
HUM NewHUMANA INC$288,993594
+100.0%
0.10%
AIG NewAMERICAN INTL GROUP INC$289,4864,777
+100.0%
0.10%
KEYS NewKEYSIGHT TECHNOLOGIES INC$288,4362,180
+100.0%
0.10%
EXPO NewEXPONENT INC$286,7423,350
+100.0%
0.09%
CALX NewCALIX INC$282,1456,155
+100.0%
0.09%
MVV NewPROSHARES TR$278,2765,213
+100.0%
0.09%
PTC NewPTC INC$280,9511,983
+100.0%
0.09%
WSM NewWILLIAMS SONOMA INC$280,3121,804
+100.0%
0.09%
VXF NewVANGUARD INDEX FDSextend mkt etf$276,3451,301
+100.0%
0.09%
WHD NewCACTUS INCcl a$273,6075,449
+100.0%
0.09%
ARES NewARES MANAGEMENT CORPORATION$272,6982,651
+100.0%
0.09%
HON NewHONEYWELL INTL INC$267,2021,446
+100.0%
0.09%
VMI NewVALMONT INDS INC$257,7521,073
+100.0%
0.08%
BX NewBLACKSTONE INC$257,7852,406
+100.0%
0.08%
RMD NewRESMED INC$256,6621,736
+100.0%
0.08%
RVLV NewREVOLVE GROUP INCcl a$256,30418,832
+100.0%
0.08%
AES NewAES CORP$255,51216,810
+100.0%
0.08%
EOG NewEOG RES INC$253,8292,002
+100.0%
0.08%
OFLX NewOMEGA FLEX INC$255,6363,247
+100.0%
0.08%
BAX NewBAXTER INTL INC$248,7826,592
+100.0%
0.08%
IFF NewINTERNATIONAL FLAVORS&FRAGRA$249,6293,662
+100.0%
0.08%
CYBR NewCYBERARK SOFTWARE LTD$242,8711,483
+100.0%
0.08%
AEM NewAGNICO EAGLE MINES LTD$244,5315,380
+100.0%
0.08%
ITW NewILLINOIS TOOL WKS INC$243,7121,058
+100.0%
0.08%
ASML NewASML HOLDING N V$242,392412
+100.0%
0.08%
ADI NewANALOG DEVICES INC$240,4661,373
+100.0%
0.08%
FMC NewFMC CORP$239,6863,579
+100.0%
0.08%
CW NewCURTISS WRIGHT CORP$237,4991,214
+100.0%
0.08%
FAST NewFASTENAL CO$237,2374,342
+100.0%
0.08%
LMT NewLOCKHEED MARTIN CORP$235,535576
+100.0%
0.08%
KBR NewKBR INC$232,6443,947
+100.0%
0.08%
TMUS NewT-MOBILE US INC$229,5421,639
+100.0%
0.08%
PBH NewPRESTIGE CONSMR HEALTHCARE I$226,6443,963
+100.0%
0.08%
DUK NewDUKE ENERGY CORP NEW$227,5122,578
+100.0%
0.08%
OLO NewOLO INCcl a$225,23237,167
+100.0%
0.07%
CTSH NewCOGNIZANT TECHNOLOGY SOLUTIOcl a$225,0103,322
+100.0%
0.07%
AWK NewAMERICAN WTR WKS CO INC NEW$223,7611,807
+100.0%
0.07%
PSX NewPHILLIPS 66$223,5221,860
+100.0%
0.07%
RGEN NewREPLIGEN CORP$221,5011,393
+100.0%
0.07%
LSCC NewLATTICE SEMICONDUCTOR CORP$219,7232,557
+100.0%
0.07%
KMB NewKIMBERLY-CLARK CORP$218,9361,812
+100.0%
0.07%
HALO NewHALOZYME THERAPEUTICS INC$215,2575,635
+100.0%
0.07%
WNS NewWNS HLDGS LTDspon adr$216,8133,167
+100.0%
0.07%
NewBROOKFIELD CORPcl a ltd vt sh$208,3936,664
+100.0%
0.07%
ODFL NewOLD DOMINION FREIGHT LINE IN$210,310514
+100.0%
0.07%
OKE NewONEOK INC NEW$208,5143,287
+100.0%
0.07%
SUM NewSUMMIT MATLS INCcl a$206,1476,620
+100.0%
0.07%
ISRG NewINTUITIVE SURGICAL INC$205,772704
+100.0%
0.07%
AZEK NewAZEK CO INCcl a$203,7496,851
+100.0%
0.07%
NRC NewNATIONAL RESH CORP$202,3674,561
+100.0%
0.07%
UFPT NewUFP TECHNOLOGIES INC$200,5211,242
+100.0%
0.07%
NewHOLLEY INC$199,02139,884
+100.0%
0.06%
BCSF NewBAIN CAP SPECIALTY FIN INC$193,09012,612
+100.0%
0.06%
NewRUNWAY GROWTH FINANCE CORP$189,35114,770
+100.0%
0.06%
EFC NewELLINGTON FINANCIAL INC$161,46212,948
+100.0%
0.05%
GSBD NewGOLDMAN SACHS BDC INC$159,95610,986
+100.0%
0.05%
TPVG NewTRIPLEPOINT VENTURE GROWTH B$149,95514,336
+100.0%
0.05%
RC NewREADY CAPITAL CORP$147,74814,614
+100.0%
0.05%
AGNC NewAGNC INVT CORP$148,22715,702
+100.0%
0.05%
NewFINWISE BANCORP$135,60515,695
+100.0%
0.04%
MAX NewMEDIAALPHA INCcl a$136,05016,471
+100.0%
0.04%
F NewFORD MTR CO DEL$128,84410,374
+100.0%
0.04%
AUGX NewAUGMEDIX INC$120,29423,358
+100.0%
0.04%
MUFG NewMITSUBISHI UFJ FINL GROUP INsponsored ads$95,44511,242
+100.0%
0.03%
NewHALEON PLCspon ads$91,18510,947
+100.0%
0.03%
NewFS CREDIT OPPORTUNITIES CORP$79,98314,757
+100.0%
0.03%
TTI NewTETRA TECHNOLOGIES INC DEL$71,02211,132
+100.0%
0.02%
UNG NewUNITED STS NAT GAS FD LPunit par$68,30010,000
+100.0%
0.02%
NewVIVAKOR INC$57,78756,654
+100.0%
0.02%
LGVN NewLONGEVERON INC$33,81314,450
+100.0%
0.01%
ASRT NewASSERTIO HOLDINGS INC$29,86811,667
+100.0%
0.01%
PAYS NewPAYSIGN INC$28,69814,717
+100.0%
0.01%
STRM NewSTREAMLINE HEALTH SOLUTIONS$23,34524,129
+100.0%
0.01%
QRTEA NewQURATE RETAIL INC$13,34722,003
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP14Q3 20233.6%
APPLE INC14Q3 20232.9%
HOME DEPOT INC14Q3 20230.7%
PFIZER INC14Q3 20230.3%
LAM RESEARCH CORP14Q3 20230.4%
ISHARES TRUST 20 YR TR BD ETF13Q4 202243.5%
ISHARES TRUST CORE S&P500 ETF13Q4 202214.0%
VANGUARD S&P 500 ETF SHS13Q4 20225.7%
ISHARES TRUST RUSSELL 2000 ETF13Q4 20225.0%
ISHARES TR13Q4 20223.4%

View Lloyd Advisory Services, LLC.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-13
13F-HR2023-11-13
13F-HR2023-01-27
13F-HR2022-11-02
13F-HR2022-08-15
13F-HR2022-05-02
13F-HR2022-01-26
13F-HR2021-10-21
13F-HR2021-08-09
13F-HR2021-05-04

View Lloyd Advisory Services, LLC.'s complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (175529928.0 != 303955149.0)
  • The reported number of holdings is incorrect (109 != 261)

Export Lloyd Advisory Services, LLC.'s holdings